Here is a collection of evaluations, forms, and other materials that we have used or that have been shared with us. Please feel free to build off of these for your programs and/or share your forms with us. (Neither “Financial Coaching Strategies” blog nor the University of Wisconsin endorse any particular form and nor are they liable for consequences of their use.)
Coaching Program Marketing Materials
- Participant Application (PDF) From the Financial Coaching Institute, directed at recruiting participants to be coached.
- Participant Flier and Application (PDF) From the Financial CHANGE Program, directed at recruiting participants to be coached.
- Coaching Brochure (PDF) From the C.A.S.H. Program, directed at recruiting volunteer coaches.
- Volunteer Flier and Application (PDF) From the Financial CHANGE Program, directed at recruiting volunteer coaches.
- Budgeting Coach Volunteer Position Description (PDF) From the Dunn County Budget Coaching Program
- Dunn County Volunteer Coach Advertising (PDF) From the Dunn County Budget Coaching Program
Program Surveys/Evaluations for Participants (“Partners”) and Coaches
- 8-question financial coaching survey for use with financial coaching clients. The survey was field tested and the subsequent report and brief are available for viewing [link]. The survey is available as a PDF [English; Spanish] or as a Word document [English; Spanish]. The Word versions allow you to edit the header and footer, but the questions are locked.
- General Consent and Survey (Word)
- Pre-Program Survey for Partners (PDF) From the Financial Coaching Institute, for program participants before coaching begins.
- Post-Program Survey for Partners (PDF) From the Financial Coaching Institute, for program participants on the last day of coaching.
- Post-Program Survey for Coaches (PDF) From the Financial Coaching Institute, for volunteer coaches at the end of the program.
Liability Waivers/Contracts for Coaches and Participants
** We cannot guarantee appropriateness for your program or agency; check with your legal counsel to verify your needs. Additionally, neither Financial Coaching Strategies nor the University of Wisconsin endorse any particular waiver nor are they responsible for consequences of their use.
- Participant and Coach Contracts (PDF) From the C.A.S.H. program
- Partner and Coach Contracts(PDF) From the Financial CHANGE Program
- Criminal Background Check Form (PDF) From the Dunn County Budget Coaching Program
- Partner and Coach Agreement (Word) From St. Croix County Supporting Success Program
- Financial Coaching Agreement (Word) From Richland County Financial Coaching Program
Coaching Tools
- Goal Setting Wheel (Word)
- Goal Setting Scale (Word)
- Perspectives Wheel (Word)
- Aim Worksheet (Word)
- Ideal Self Road Map (Word)
- Selfie Pic (Word)
- Mind Map Template (Word)
- ‘To change or not to change’ Chart (Word)
- Six Month Goal Log (Word)
- Planning Notes (Word)
Coaching Recordkeeping Forms
- Financial Coaching Contact Record (Word) From Richland County Financial Coaching Program
- Participant Closure Form (Word) From Ozaukee County Financial Coaching Program